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Date Added: Wed 14/09/2022

Trainee Independent Financial Planner

Liverpool, UK
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Company: CAPIO RECRUITMENT LIMITED

Job Type: Permanent, FullTime

Salary: £32,000 - £42,000 per annum, Negotiable

Job Title: Trainee Independent Financial Planner

Location: Liverpool

Salary: £32,000 - £42,000 + Car Allowance, Bonus & Benefits

The Company:

We are working on a brand-new position with an award-winning Financial Planning business who are highly regarded as one of the top-rated Advisory firms in the North-West.

This position would be excellent for an existing Paraplanner or Junior IFA who is looking to step up into a full client facing role and start managing their own cases as a Financial Planning Consultant.

Throughout the training period you will be learning from financial planners within the business, whilst being provided with an existing book of clients and working towards obtaining full CAS (competent adviser status).

The current team is friendly, professional and boasts a fantastic supportive working culture. This is an exciting time to be joining this firm having recently gained the backing of one of the industries largest wealth management firms who are ranked among the top 100 IFA firms in the UK.

As a business our client offers an excellent employee development programme that rewards hard work and endeavour for staff at all levels.

Building long term client relationships through an exceptional level of client service this firm provides a comprehensive range of advice services, specialising in Pensions, Investments, Tax and Protection planning to both corporate and private clients.

The Required Skills:

  • Candidates must have already achieved the level 4 diploma in financial planning via the CII, LIBF or CISI
  • Desire to provide ongoing service to existing clients and develop new relationships
  • Broad range of financial planning product knowledge, particularly pensions, investments and tax products
  • Proactive can-do attitude
  • Personable, excellent inter-personal skills
  • Prior experience in a Paraplanning or Trainee Advice position would be advantageous

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.

Synonyms: Trainee IFA, Financial Adviser, Paraplanner, Financial Planning Consultant,

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